From Compliance to Reliance - Archived Webinar

When growing your practice, it's easy to fall into the habit of focusing on the low-hanging fruit - the compliance work that clients need to have done and cannot avoid. Unfortunately, competing to get and retain that work can be difficult, as price becomes a key comparative denominator. Alternatively, adjusting your focus on helping clients learn to see where they can improve their business' bottom line will not only make you a better service provider, but also a more necessary one to your clients.

Join Mark Holton of Dynamic Taxation & Training Services for an insightful discussion and analysis of the typical accounting practice and how to improve it. This session will cover how practitioners can move from a focus on compliance to a focus on reliance using the seven steps to success that will drive business advisory services in your accounting practice.

More specifically, topics discussed will include:

Preparing your practice for success

Unlocking your clients' needs

Creating a disturbance in your clients' minds

Analyzing your clients' financial performance

Ensuring that your clients implement the actions

Keeping your clients on track

Servicing the additional needs of your clients

Target Audience

This webinar will be of most interest to accountants or tax practitioners in small to medium-sized firms.

Professional Development Credits

Wolters Kluwer professional development programs are designed to meet the continuing education requirements of a variety of professional associations. These requirements do vary by association and region. Please consult your provincial association to ensure this webinar meets the continuing professional development standards for your specific situation.